I see LYC had some $900M of revenue for a market cap of $8B. That would make Dubbo worth ~$5.5B on the base case $600M or nearer $7B on the upper case (100tpa of hafnium). That's a multiple of 10-12* the current market cap and completely ignores the metals business which has to be at least as large long term (once KMP proves its worth).
A great buying opportunity!
Dubbo project now at assessment stage, page-25
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Last
79.5¢ |
Change
-0.020(2.45%) |
Mkt cap ! $144.0M | |||
| Open | High | Low | Value | Volume |
| 81.5¢ | 81.5¢ | 78.5¢ | $114.6K | 144.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 50778 | 79.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 80.5¢ | 691 | 1 |
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| Last trade - 16.10pm 16/07/2024 (20 minute delay) ? |
| ASM (ASX) Chart |